Compare SPYH and CGDV

SPYH and CGDV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Capital Group Dividend Value ETFIncome · Dividend stocks0.33%1.27%+9.7%+13.2%+24.0%[…]−9.7%13.4%$39.0B1.4

NEOS S&P 500 Hedged Equity Income ETFIncome · Dividend stocks0.68%7.95%+5.8%+7.6%[…][…]−6.0%9.1%$38M1.5

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: SPYH 2025 · CGDV 2022

Head to Head

Swap sides Versus in desk

Head to Head

5Y

NEOS S&P 500 Hedged Equity Income ETF · $38M[…]

SPYH

CGDV

Capital Group Dividend Value ETF · $39.0B[…]

$10,000 five years ago, dividends reinvested · they hold 37.7% in common

SPYHMeasureCGDV

+5.8%Year to dateJan 1 → Nov 5+9.7%

+7.6%1 yearTotal return+13.2%

[…]3 years · per year$10,000 became […] · $19,064+24.0%

[…]5 years · per year[…]

0.68%Expense ratio$68 · $33 a year on $10k · lower is better0.33%

7.95%Trailing 12-mo yield$795 · $127 a year on $10k1.27%

−6.0%Worst dropSmaller is better−9.7%

9.1%VolatilityLower is calmer13.4%

SPYHCGDV Winner of the row, in its colourEach row: the bigger of the two fills its side

3–3Level

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

SPYH vs CGDV: Top 5 Holdings

Today

SPYH

27.8%in top 5

CGDV

in top 524.4%

SPYHStockCGDV

7.7%AAPLnot top 5

7.3%NVDA6.1%

6.2%MSFT7.0%

not top 5AVGO4.3%

3.9%AMZNnot top 5

not top 5META3.8%

not top 5RTX3.2%

2.6%GOOGLnot top 5

Held in common37.7%

End-of-day Nov 5, 2026 · share of each fund

SPYH vs CGDV Returns, Every Period

1Y

NEOSSPYH

+7.6%

past year

CGDVCapital Group

+13.2%

past year

SPYHCGDVFaded: behind in that period

0–2CGDV wins

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

SPYH vs CGDV

YTD

NEOSSPYH

+5.8%

CGDVCapital Group

+9.7%

+5.8%Year to date+9.7%

−6.0%Worst drop · 1Y−9.7%

9.1%Volatility · 1Y13.4%

7.9%Yield1.3%

$37.8MAssets$39.0B

3–1SPYH wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: SPYH, CGDV

Today

0.33%lowest, CGDV

FundExpense ratioFee$10k

CGDV0.33%$33

SPYH0.68%$68

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: SPYH, CGDV

1Y

7.95%highest, SPYH

FundTrailing yieldYield$10k

SPYH7.95%$795

CGDV1.27%$127

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

1Y

$727most kept, SPYH

SPYH$795 − $68 = $727

CGDV$127 − $33 = $94

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: SPYH, CGDV

Today

37.7%most shared, SPYH and CGDV

SPYHCGDV

SPYH—37.7%

CGDV37.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

1Y

+13.2%CGDV, at 13.4% volatility

SPYHWorst drop−6.0%9.1% vol

CGDVWorst drop−9.7%13.4% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

SPYHCGDV

+5.8%Year to date+9.7%

7.9%Yield1.3%

+7.6%Past year+13.2%

0.68%Fee0.33%

3–1CGDV wins

End-of-day Nov 5, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026